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bankofamerica.com
alphaflow.com
ml.com
ubs.com
Miami-Fort Lauderdale Area
CEO & President
USDV
• www.linkedin.com/company/usdv
Dec 2010 - Present
Miami/Fort Lauderdale Area
Co-Founder
Kloze Mortgage
• www.linkedin.com/company/nationwide-home-loans
Sep 2019 - Present
Fort Lauderdale, Florida, United States
Strategic Advisor, Titan by AlphaFlow
AlphaFlow
• www.linkedin.com/company/alphaflow
Sep 2020 - Dec 2022
San Francisco, California, United States
CEO & Founder
Veriloquent Wealth Advisors
• www.linkedin.com/company/veriloquent-wealth-advisors
Nov 2008 - Dec 2011
Coral Springs, FL
Vice President/Private Client Advisor
U.S. Trust, Bank of America Private Wealth Management
• www.linkedin.com/company/bank-of-america
Oct 2003 - Nov 2008
Financial Advisor
Merrill Lynch
• www.linkedin.com/company/merrilllynch
Jan 2002 - Oct 2003
President
Todd Anthony, Inc.
Oct 2000 - Jan 2002
Senior Trader/Market Maker
Hill, Thompson, Magid & Co., Inc.
Sep 1997 - Oct 2000
